BRAIDWELL LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHATEC HLDGS INC(ATEC) | 0 | 0 | 0 | 0 | 63,389,523 | 2.11% | +63,389,523 |
| GUARDANT HEALTH INC(GH) | 0 | 499,712 | +499,712 | 0 | 46,158,397 | 1.54% | +46,158,397 |
| GENERATE BIOMEDICINES INC(GENB) | 0 | 3,592,999 | +3,592,999 | 0 | 44,912,488 | 1.50% | +44,912,488 |
| MONTE ROSA THERAPEUTICS INC(GLUE) | 948,316 | 3,206,574 | +2,258,258 | 14,869,595 | 52,748,142 | 1.76% | +37,878,547 |
| ARGENX SE(ARGX) | 31,007 | 84,939 | +53,932 | 26,075,337 | 62,026,705 | 2.07% | +35,951,368 |
| IRHYTHM HOLDINGS INC(IRTC) | 217,345 | 610,192 | +392,847 | 38,565,697 | 72,014,860 | 2.40% | +33,449,163 |
| RHYTHM PHARMACEUTICALS INC(RYTM) | 0 | 310,628 | +310,628 | 0 | 27,015,317 | 0.90% | +27,015,317 |
| ESTABLISHMENT LABS HLDGS INC(ESTA) | 0 | 463,600 | +463,600 | 0 | 26,323,208 | 0.88% | +26,323,208 |
| CORVUS PHARMACEUTICALS INC(CRVS) | 0 | 1,752,798 | +1,752,798 | 0 | 25,643,435 | 0.86% | +25,643,435 |
| CENTESSA PHARMACEUTICALS PLC | 2,188,320 | 1,986,768 | -201,552 | 54,729,883 | 78,914,425 | 2.63% | +24,184,542 |
| ALPHATEC HLDGS INC(ATEC) | 0 | 2,172,725 | +2,172,725 | 0 | 23,639,248 | 0.79% | +23,639,248 |
| DAMORA THERAPEUTICS INC(DMRA) | 0 | 894,846 | +894,846 | 0 | 23,176,511 | 0.77% | +23,176,511 |
| DIANTHUS THERAPEUTICS INC(DNTH) | 1,273,935 | 899,364 | -374,571 | 52,498,861 | 75,474,627 | 2.52% | +22,975,766 |
| BOSTON SCIENTIFIC CORP(BSX) | 0 | 346,467 | +346,467 | 0 | 21,740,804 | 0.73% | +21,740,804 |
| BIOAGE LABS INC(BIOA) | 0 | 1,200,587 | +1,200,587 | 0 | 20,998,267 | 0.70% | +20,998,267 |
| TARSUS PHARMACEUTICALS INC(TARS) | 0 | 265,715 | +265,715 | 0 | 18,639,907 | 0.62% | +18,639,907 |
| ELEVANCE HEALTH INC FORMERLY(ELV) | 0 | 62,080 | +62,080 | 0 | 18,173,920 | 0.61% | +18,173,920 |
| NEKTAR THERAPEUTICS(NKTR) | 0 | 222,701 | +222,701 | 0 | 16,023,337 | 0.53% | +16,023,337 |
| ACADIA HEALTHCARE COMPANY IN(ACHC) | 0 | 645,900 | +645,900 | 0 | 15,107,601 | 0.50% | +15,107,601 |
| ORIC PHARMACEUTICALS INC(ORIC) | 0 | 1,128,040 | +1,128,040 | 0 | 14,292,267 | 0.48% | +14,292,267 |
| AVEANNA HEALTHCARE HLDGS INC(AVAH) | 0 | 2,203,506 | +2,203,506 | 0 | 14,190,579 | 0.47% | +14,190,579 |
| BRIGHT MINDS BIOSCIENCES INC | 324,358 | 539,708 | +215,350 | 25,312,898 | 39,382,493 | 1.31% | +14,069,595 |
| ZENAS BIOPHARMA INC(ZBIO) | 0 | 0 | 0 | 0 | 13,455,000 | 0.45% | +13,455,000 |
| MBX BIOSCIENCES INC(MBX) | 1,018,600 | 1,492,467 | +473,867 | 32,126,644 | 44,550,140 | 1.49% | +12,423,496 |
| TG THERAPEUTICS INC(TGTX) | 0 | 358,800 | +358,800 | 0 | 11,919,336 | 0.40% | +11,919,336 |
| KODIAK SCIENCES INC(KOD) | 2,072,788 | 1,818,665 | -254,123 | 57,955,152 | 69,327,510 | 2.31% | +11,372,358 |
| CENTENE CORP DEL(CNC) | 0 | 330,000 | +330,000 | 0 | 10,804,200 | 0.36% | +10,804,200 |
| CLIMB BIO INC | 0 | 1,529,675 | +1,529,675 | 0 | 10,478,274 | 0.35% | +10,478,274 |
| IONIS PHARMACEUTICALS INC(IONS) | 0 | 130,862 | +130,862 | 0 | 9,826,428 | 0.33% | +9,826,428 |
| HELIX ACQUISITION CORP III | 0 | 900,000 | +900,000 | 0 | 9,270,000 | 0.31% | +9,270,000 |
| VOR BIOPHARMA INC(VOR) | 0 | 466,774 | +466,774 | 0 | 8,327,248 | 0.28% | +8,327,248 |
| REVOLUTION MEDICINES INC(RVMD) | 0 | 84,900 | +84,900 | 0 | 8,256,525 | 0.28% | +8,256,525 |
| CAREDX INC(CDNA) | 1,585,220 | 2,173,146 | +587,926 | 29,865,545 | 37,725,815 | 1.26% | +7,860,270 |
| ZURA BIO LTD | 3,180,389 | 3,988,989 | +808,600 | 16,665,238 | 23,734,485 | 0.79% | +7,069,247 |
| TECTONIC THERAPEUTIC INC | 927,524 | 847,151 | -80,373 | 19,348,151 | 26,185,437 | 0.87% | +6,837,286 |
| ACLARIS THERAPEUTICS INC | 0 | 1,699,116 | +1,699,116 | 0 | 6,371,685 | 0.21% | +6,371,685 |
| DENALI THERAPEUTICS INC(DNLI) | 0 | 296,324 | +296,324 | 0 | 5,689,421 | 0.19% | +5,689,421 |
| REVVITY INC(RVTY) | 0 | 48,400 | +48,400 | 0 | 4,240,324 | 0.14% | +4,240,324 |
| CELCUITY INC(CELC) | 0 | 29,198 | +29,198 | 0 | 3,332,660 | 0.11% | +3,332,660 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 0 | 9,976 | +9,976 | 0 | 3,214,167 | 0.11% | +3,214,167 |
| ARROWHEAD PHARMACEUTICALS IN(ARWR) | 0 | 0 | 0 | 0 | 2,333,475 | 0.08% | +2,333,475 |
| NEOGENOMICS INC(NEO) | 0 | 0 | 0 | 89,715,519 | 91,848,615 | 3.06% | +2,133,096 |
| MARAVAI LIFESCIENCES HLDGS I(MRVI) | 8,353,287 | 10,240,164 | +1,886,877 | 27,148,183 | 28,979,664 | 0.97% | +1,831,481 |
| DYNE THERAPEUTICS INC(DYN) | 1,478,329 | 1,681,998 | +203,669 | 28,916,115 | 30,494,624 | 1.02% | +1,578,509 |
| SURROZEN INC | 470,000 | 396,100 | -73,900 | 10,622,000 | 11,538,393 | 0.38% | +916,393 |
| ACADIA PHARMACEUTICALS INC | 2,032,021 | 2,471,199 | +439,178 | 54,275,281 | 55,008,890 | 1.84% | +733,609 |
| VYNE THERAPEUTICS INC | 0 | 916,077 | +916,077 | 0 | 547,356 | 0.02% | +547,356 |
| PENUMBRA INC(PEN) | 110,152 | 105,352 | -4,800 | 34,247,358 | 34,594,436 | 1.15% | +347,078 |
| NATERA INC(NTRA) | 111,500 | 129,000 | +17,500 | 25,543,535 | 25,798,710 | 0.86% | +255,175 |
| KINIKSA PHARMACEUTICALS INTL(KNSA) | 313,823 | 272,522 | -41,301 | 12,945,199 | 13,121,934 | 0.44% | +176,735 |
| X4 PHARMACEUTICALS INC | 3,368,904 | 3,272,954 | -95,950 | 13,475,616 | 13,517,300 | 0.45% | +41,684 |
| DANAHER CORP DEL(DHR) | 118,227 | 139,327 | +21,100 | 27,064,525 | 26,416,399 | 0.88% | -648,126 |
| PULMONX CORP | 752,541 | 752,541 | 0 | 1,663,116 | 970,778 | 0.03% | -692,338 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 80,725 | 92,915 | +12,190 | 46,776,101 | 45,670,510 | 1.52% | -1,105,591 |
| BRIGHTSPRING HEALTH SVCS INC(BTSG) | 1,195,786 | 1,016,562 | -179,224 | 44,782,186 | 43,315,707 | 1.44% | -1,466,479 |
| ORTHOPEDIATRICS CORP | 1,100,370 | 1,100,370 | 0 | 19,542,571 | 17,462,872 | 0.58% | -2,079,699 |
| KARYOPHARM THERAPEUTICS INC | 303,370 | 0 | -303,370 | 2,232,803 | 0 | — | -2,232,803 |
| ORUKA THERAPEUTICS INC(ORKA) | 84,795 | 0 | -84,795 | 2,570,136 | 0 | — | -2,570,136 |
| KRYSTAL BIOTECH INC(KRYS) | 202,101 | 182,425 | -19,676 | 49,825,981 | 47,124,026 | 1.57% | -2,701,955 |
| APOGEE THERAPEUTICS INC(APGE) | 575,067 | 478,667 | -96,400 | 43,406,057 | 40,289,401 | 1.34% | -3,116,656 |
| XENON PHARMACEUTICALS INC(XENE) | 1,825,076 | 1,338,452 | -486,624 | 81,799,906 | 77,830,984 | 2.60% | -3,968,922 |
| BILLIONTOONE INC | 50,000 | 0 | -50,000 | 4,092,000 | 0 | — | -4,092,000 |
| HINGE HEALTH INC(HNGE) | 1,304,623 | 1,455,123 | +150,500 | 60,599,738 | 56,109,543 | 1.87% | -4,490,195 |
| COMPASS THERAPEUTICS INC | 2,786,778 | 1,965,106 | -821,672 | 14,964,998 | 10,395,411 | 0.35% | -4,569,587 |
| GRAIL INC(GRAL) | 142,755 | 142,755 | 0 | 12,218,400 | 7,377,578 | 0.25% | -4,840,822 |
| ADAPTIVE BIOTECHNOLOGIES COR(ADPT) | 311,991 | 0 | -311,991 | 5,066,734 | 0 | — | -5,066,734 |
| TRANSMEDICS GROUP INC(TMDX) | 315,341 | 329,391 | +14,050 | 38,361,233 | 32,744,759 | 1.09% | -5,616,474 |
| SPYRE THERAPEUTICS INC(SYRE) | 1,634,615 | 932,823 | -701,792 | 53,549,987 | 47,051,592 | 1.57% | -6,498,395 |
| CASTLE BIOSCIENCES INC | 177,183 | 0 | -177,183 | 6,892,419 | 0 | — | -6,892,419 |
| XENCOR INC(XNCR) | 459,166 | 0 | -459,166 | 7,029,831 | 0 | — | -7,029,831 |
| ILLUMINA INC(ILMN) | 269,673 | 229,215 | -40,458 | 35,370,311 | 28,253,041 | 0.94% | -7,117,270 |
| KYMERA THERAPEUTICS INC(KYMR) | 454,259 | 337,559 | -116,700 | 35,345,893 | 28,115,289 | 0.94% | -7,230,604 |
| CELLDEX THERAPEUTICS INC NEW(CLDX) | 1,858,109 | 1,356,082 | -502,027 | 50,466,240 | 43,014,921 | 1.43% | -7,451,319 |
| RELMADA THERAPEUTICS INC | 1,582,257 | 0 | -1,582,257 | 7,642,301 | 0 | — | -7,642,301 |
| BIOMARIN PHARMACEUTICAL INC(BMRN) | 601,520 | 497,020 | -104,500 | 35,748,334 | 28,076,660 | 0.94% | -7,671,674 |
| REPLIGEN CORP(RGEN) | 81,790 | 47,500 | -34,290 | 13,402,109 | 5,596,450 | 0.19% | -7,805,659 |
| EVOLUS INC | 3,105,209 | 3,105,209 | 0 | 20,649,640 | 12,762,409 | 0.43% | -7,887,231 |
| HARROW INC(HROW) | 295,291 | 156,419 | -138,872 | 14,469,259 | 5,515,334 | 0.18% | -8,953,925 |
| FULCRUM THERAPEUTICS INC | 3,061,222 | 3,134,922 | +73,700 | 34,622,421 | 24,044,852 | 0.80% | -10,577,569 |
| NUVALENT INC(NUVL) | 821,406 | 700,429 | -120,977 | 82,625,230 | 71,758,951 | 2.39% | -10,866,279 |
| CG ONCOLOGY INC(CGON) | 1,870,571 | 984,783 | -885,788 | 77,666,108 | 66,650,113 | 2.22% | -11,015,995 |
| ENGENE HOLDINGS INC COM | 3,131,319 | 2,456,870 | -674,449 | 28,275,811 | 16,731,285 | 0.56% | -11,544,526 |
| INTUITIVE SURGICAL INC | 83,417 | 77,297 | -6,120 | 47,244,052 | 35,633,144 | 1.19% | -11,610,908 |
| REPLIGEN CORP(RGEN) | 0 | 0 | 0 | 110,847,500 | 98,677,000 | 3.29% | -12,170,500 |
| NEOGENOMICS INC(NEO) | 4,632,801 | 5,617,402 | +984,601 | 54,481,740 | 41,681,123 | 1.39% | -12,800,617 |
| ICON PLC(ICLR) | 73,370 | 0 | -73,370 | 13,369,481 | 0 | — | -13,369,481 |
| NURIX THERAPEUTICS INC(NRIX) | 2,183,864 | 1,750,766 | -433,098 | 41,427,900 | 27,136,873 | 0.91% | -14,291,027 |
| INSPIRE MED SYS INC(INSP) | 540,890 | 677,570 | +136,680 | 49,886,285 | 34,949,061 | 1.17% | -14,937,224 |
| VENTYX BIOSCIENCES INC | 1,920,255 | 0 | -1,920,255 | 17,339,903 | 0 | — | -17,339,903 |
| VERA THERAPEUTICS INC(VERA) | 784,742 | 523,824 | -260,918 | 39,739,335 | 21,073,440 | 0.70% | -18,665,895 |
| BIOGEN INC(BIIB) | 115,700 | 0 | -115,700 | 20,362,043 | 0 | — | -20,362,043 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 751,534 | 652,121 | -99,413 | 106,590,067 | 85,910,421 | 2.87% | -20,679,646 |
| GLAUKOS CORP(GKOS) | 921,979 | 763,505 | -158,474 | 104,100,649 | 82,198,948 | 2.74% | -21,901,701 |
| SOLENO THERAPEUTICS INC | 1,187,859 | 959,259 | -228,600 | 54,997,872 | 32,115,991 | 1.07% | -22,881,881 |
| TERNS PHARMACEUTICALS INC | 575,321 | 0 | -575,321 | 23,242,968 | 0 | — | -23,242,968 |
| CVS HEALTH CORP(CVS) | 564,200 | 290,700 | -273,500 | 44,774,912 | 20,878,074 | 0.70% | -23,896,838 |
| LEGEND BIOTECH CORP(LEGN) | 1,298,142 | 0 | -1,298,142 | 28,221,607 | 0 | — | -28,221,607 |
| RAPT THERAPEUTICS INC | 929,694 | 0 | -929,694 | 31,488,736 | 0 | — | -31,488,736 |
| IRONWOOD PHARMACEUTICALS INC | 0 | 0 | 0 | 50,467,725 | 0 | — | -50,467,725 |
| EDGEWISE THERAPEUTICS INC(EWTX) | 5,210,831 | 2,347,583 | -2,863,248 | 129,306,771 | 73,948,865 | 2.47% | -55,357,906 |